Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47486.27 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46090.84 Kr¶
PnL: ---------------------------------------> -797.73 Kr¶
DD now: ---------------------------------> -2.352 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:12:20.834283'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.730000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -2.000000 | 2740.500000 | 104.500000 | 3.960000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.140000 | 424.800000 | 69.800000 | 19.660000 | 355.000000 |
| Corem Property Group B | 59 | -2.150000 | 643.690000 | 66.690000 | 11.560000 | 576.999999 |
| HMS Networks | 2 | -1.120000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.730000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.880000 | 260.400000 | 14.400000 | 5.850000 | 246.000000 |
| Eastnine | 4 | -1.100000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Midsona B | 63 | -1.560000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| Resurs Holding | 22 | 0.450000 | 586.300000 | 12.300000 | 2.140000 | 573.999998 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Karnov Group | 9 | 2.540000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Norva24 Group | 16 | -4.280000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| Intrum | 4 | -0.780000 | 531.800000 | 4.800000 | 0.910000 | 527.000000 |
| Essity B | 2 | -0.450000 | 577.400000 | 3.400000 | 0.590000 | 574.000000 |
| MedCap | 2 | -1.400000 | 424.000000 | 3.000000 | 0.710000 | 421.000000 |
| AcadeMedia | 12 | 0.780000 | 559.200000 | 2.200000 | 0.390000 | 557.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Handelsbanken A | 5 | -1.840000 | 546.750000 | 0.750000 | 0.140000 | 546.000000 |
| Boozt | 12 | 1.180000 | 1650.000000 | -4.000000 | -0.240000 | 1653.999996 |
| Swedbank A | 3 | -1.790000 | 559.950000 | -4.050000 | -0.720000 | 564.000000 |
| Securitas B | 6 | -0.590000 | 563.640000 | -6.360000 | -1.120000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.300000 | 3445.780000 | -8.220000 | -0.240000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.050000 | 552.300000 | -9.700000 | -1.730000 | 562.000005 |
| CTEK | 13 | -0.430000 | 510.900000 | -23.100000 | -4.330000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.980000 | 517.500000 | -77.070000 | -12.960000 | 594.565215 |
| Vivesto | 1368 | -3.610000 | 533.520000 | -79.480000 | -12.970000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.740000 | 3748.500000 | -101.500000 | -2.640000 | 3850.000000 |
| SAAB B | 8 | -0.750000 | 3275.200000 | -101.800000 | -3.010000 | 3377.000000 |
| OX2 | 18 | -0.290000 | 1539.900000 | -124.100000 | -7.460000 | 1663.999992 |
| Axfood | 13 | -0.360000 | 3565.900000 | -190.100000 | -5.060000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.670000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | -0.340000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| TOTAL | 46090.840000 | -797.730000 | -2.35168% | 46888.564618 |
Updated:¶
'2023-01-13 16:12:33.653663'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
